**🚀 What’s New: Smarter Enquiry-to-Quotation Workflow for CRM Companies 🚀**

We’ve introduced a major enhancement to streamline how your sales process works from Enquiry to Customer Creation!

🌟 Key Highlights

1. Enquiry Creation for CRM Company

  • You can now create Enquiries directly for CRM Companies instead of individual customers.

  • This makes it easier to manage potential clients before they become official customers.

2. Quotation Management with Versioning

  • Generate Quotations directly from an Enquiry or independently—no Enquiry reference required.

  • Each Quotation now supports versioning, allowing you to revise and track proposal updates seamlessly.

3. Approval-Driven Customer Creation

  • Once a Quotation is approved, and the client confirms approval, the system automatically creates a Customer record.

  • If you’re using a multi-company setup, the customer will be created across both Parent and Child Companies, ensuring data consistency.

4. Automated Job Creation

  • After customer creation, a Customer Job is automatically generated in the current Child Company, saving you time and manual effort.

🧩 Benefits

  • Simplifies the sales-to-customer conversion process.

  • Reduces duplication and manual data entry.

  • Enables accurate quotation tracking with version control.

  • Fully supports multi-company environments.

Stay tuned for more CRM automation features designed to make your workflow smarter and faster!

Enquiry Form With CRM Company :
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Choosing CRM Company Instead of Customer:
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